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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.65B +$194M +1,605,483 +8%
Morgan Stanley
2
Morgan Stanley
New York
$1.02B +$40.8M +337,110 +4%
JP Morgan Chase
3
JP Morgan Chase
New York
$899M +$369M +3,048,757 +73%
Wealthfront Advisers
4
Wealthfront Advisers
California
$734M +$26.2M +216,383 +4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$692M +$27.2M +224,596 +4%
UBS Group
6
UBS Group
Switzerland
$631M +$24.8M +204,947 +4%
Wells Fargo
7
Wells Fargo
California
$518M +$45.4M +375,163 +10%
CSIA
8
Charles Schwab Investment Advisory
California
$396M +$13.8M +113,926 +4%
LPL Financial
9
LPL Financial
California
$391M +$22.5M +186,134 +6%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$306M +$20.6M +170,180 +7%
HB
11
Homrich & Berg
Georgia
$293M +$2.02M +16,722 +0.7%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$252M +$13.9M +115,272 +6%
MB
13
Mizuho Bank
Japan
$249M +$242M +2,000,000 New
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$241M +$1.11M +9,157 +0.5%
Ameriprise
15
Ameriprise
Minnesota
$213M +$21.2M +175,196 +11%
JMPWA
16
JP Morgan Private Wealth Advisors
California
$201M +$6.87M +56,825 +4%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$186M -$123K -1,020 -0.1%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$175M +$18.4M +152,382 +12%
RJA
19
Raymond James & Associates
Florida
$159M +$8.05M +66,544 +6%
HighTower Advisors
20
HighTower Advisors
Illinois
$148M +$12.9M +106,904 +10%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$138M -$8.76M -72,418 -6%
William Blair & Company
22
William Blair & Company
Illinois
$129M +$9.4M +77,736 +8%
Truist Financial
23
Truist Financial
North Carolina
$119M +$114M +944,420 +12,218%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$111M +$5.22M +43,169 +5%
ZB
25
Zions Bancorporation
Utah
$110M +$967K +7,989 +0.9%